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Segment Wealth Management’s Occidental Petroleum OXY Stock Holding History

Segment Wealth Management’s Portfolio OXY Stock Details OXY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,278
Closed -$211K – 287
2024
Q4 		$211K Buy
4,278
+305
+8% +$15.4K 0.01% 258
2024
Q3 		$205K Buy
3,973
+196
+5% +$11.2K 0.01% 259
2024
Q2 		$238K Sell
3,777
-1,628
-30% -$104K 0.02% 237
2024
Q1 		$351K Buy
5,405
+845
+19% +$50.5K 0.03% 207
2023
Q4 		$272K Buy
4,560
+80
+2% +$4.88K 0.02% 210
2023
Q3 		$291K Buy
+4,480
New +$282K 0.03% 187
2018
Q4 		– Sell
-4,052
Closed -$333K – 208
2018
Q3 		$333K Buy
4,052
+689
+20% +$55.7K 0.07% 155
2018
Q2 		$281K Sell
3,363
-367
-10% -$29.3K 0.07% 163
2018
Q1 		$242K Buy
+3,730
New +$261K 0.06% 170
2017
Q4 		– Sell
-3,730
Closed -$239K – 210
2017
Q3 		$239K Sell
3,730
-590
-14% -$35.9K 0.06% 181
2017
Q2 		$259K Buy
+4,320
New +$264K 0.07% 171

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HHII
H&H International Investment Palo Alto, California $20B AUM 9.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Segment Wealth Management's OXY Position: Q1 2025 in Review

Segment Wealth Management sold out of Occidental Petroleum (OXY) in Q1 2025, closing a stake of 4,278 shares — an estimated $211K sold.

Segment Wealth Management first reported a position in OXY in Q2 2017 and held it in 11 quarters. The position peaked at $351K in Q1 2024. 1,200 funds tracked by Wall St. Rank hold OXY as of Q1 2025.

  • Segment Wealth Management reported no remaining Occidental Petroleum position as of Q1 2025 after selling out during the quarter.
  • Segment Wealth Management sold 4,278 Occidental Petroleum shares in Q1 2025, an estimated $211K.
  • Segment Wealth Management first reported a position in Occidental Petroleum in Q2 2017 and held it in 11 quarters.
  • Segment Wealth Management's Occidental Petroleum position peaked at $351K in Q1 2024.
  • 1,200 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2025.

Based on Segment Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.